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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,938 | $178,174+75.6% | $156,181+100.4% | $137,256+128.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.13% | 84.19%-71.1pp | 64.87%-51.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $16,790 | $4,972+237.7% | $4,294+291.0% | $4,156+304.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $92,101 | $17,404+429.2% | $14,586+531.4% | $12,270+650.6% |